Account settings

Claude connection

MS

Claude is connected

Last used Today, 08:07

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What Claude can do as you

It follows your Role, so you only see what you can already see.

  • Find and open Quotes, Jobs and Clients
  • Draft Quotes and update their lines
  • Book Jobs and add notes
  • Draft Variations for you to review

Owner Costs and margins show only if your Role does.

Recent activity via Claude

View all
  • search_jobsYou searched current Jobs for overdue workJobsToday, 08:07
  • create_jobYou created a Job from accepted Quote 10464Job 10446Wed 21/10, 09:05

How to connect

  1. In Claude, open Settings, then Connectors, and add a custom connector.
  2. Paste the server URL below and sign in with your usual login.
  3. Approve access. Claude then works as you.